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Release
August 2026 · rev 1
Opportunities PMS · Published
As at 31 Aug 2026 · IST₹ · ₹ cr · BSE 500 TRI
Present
Internal working platform. Published figures are extracted from the August 2026 source package and reviewed; reference prices and fundamentals are unlicensed working data, not for redistribution. Past performance is not indicative of future returns.
09 /Monthly Library · Release

August 2026 · revision 1

Buoyant Opportunities — PMS (Discretionary). Published 23/09/2026, 09:00:00 IST. This URL resolves to this explicit revision.

ActivePublished
State machine

Release lifecycle

  1. 01Draft
  2. 02Extracting
  3. 03Needs data review
  4. 04Data validated
  5. 05Content drafting
  6. 06Investment review
  7. 07Publication review
  8. 08Ready to publish
  9. 09Published

Any review may return the release to an earlier state with recorded reasons. Published releases cannot be edited in place; a correction creates the next revision and marks this one superseded.

Approvals

Version-bound approvals

RoleWhoWhen (IST)Basis
Data stewardOperations23/09/2026, 08:20:00Transcribed from factsheet, top-30 sheet, flyer and deck; reconciled totals (see quality checks).
Investment reviewerInvestment Committee (per factsheet sign-off)23/09/2026, 08:40:00Commentary and allocations are the published August factsheet text, unchanged.
Publication reviewerCompliance23/09/2026, 08:55:00Important information block reproduced verbatim from factsheet p4.
Frozen facts

What this revision contains

  • Headline: 20.77% p.a. SI · +6.68 pp · beta 0.89 · consistency 97% · AUM USD 2.2 bn
  • Performance table: 11 periods · rolling 4 windows · risk metrics 7 · absolute 7
  • Sector weights 12 · Core/Satellite 5 · market cap 4 · concentration top-1/5/10/20 = 7/24.7/39.5/64.6%
  • Valuation rows 2 · holdings 30 (0 unmapped) · weights 40 as of 2026-07-31 (carried forward)
  • Commentary: "Earnings are not the scarce resource. The price paid for them is." · 4 sections · sources 16 · candidates 0 · methodology calc-1.0.0
  • Seed release transcribed from the August 2026 package; commentary is served from data/research/market-view-aug2026.json for this release.
Diff

Changes vs the weights sheet of 2026-07-31

Holdings
  • EnteredMedplus Health Services (rank 27)
  • EnteredIndo-MIM (rank 30)
  • Left top-30bajaj-auto (1.6%)
  • Left top-30varun-beverages (1%)
  • Up 6Medplus Health Services: 33 → 27
  • Up 4Indo-MIM: 34 → 30
  • Up 3One 97 Communications: 18 → 15
  • Up 3Avenue Supermarts: 26 → 23
  • Up 3SBI Life Insurance Company: 29 → 26
  • Down 3IDFC First Bank: 17 → 20
  • Down 6Aurobindo Pharma: 23 → 29
Performance (portfolio, pp change)
PeriodPrevNowΔ
1M—+1.64%—
3M—+5.96%—
6M—+2.01%—
1Y—+11.38%—
2Y—+8.92%—
3Y—+15.42%—
4Y—+20.04%—
5Y—+18.07%—
7Y—+24.35%—
10Y—+20.31%—
SI—+20.77%—
Sector weights (pp change)
SectorPrevNowΔ
Banking—22.1—
FMCG—8.8—
Info Tech—8—
Insurance—7.5—
HealthCare—7.3—
NBFC—7.1—
Building Materials—6.9—
Industrials—4.2—
Telecom—3.8—
Automobile—3.6—
Other sectors (9)—12.3—
Cash—8.4—

No earlier published release in the store: the baseline is the ranks implied by this release's dated weights table. The next month's release will diff against this one.

Evidence

Source documents bound to this revision

DocumentTypePagesExtractionSHA-256
Buoyant AIF Factsheet - Aug 2026.pdfFactsheet3text layer (pdftotext), reviewed6606b8a04b479069…
Buoyant AIF Flyer - Aug 2026.pdfFlyer2text layer (pdftotext), reviewedb1ebd9b23c81de38…
Buoyant AIF Flyer - Axis - Aug 2026.pdfFlyer2text layer (pdftotext), reviewed38c3461aed6e7809…
Buoyant AIF I Top 10 Holdings - Aug 2026.pdfHoldings sheet1text layer (pdftotext), reviewede1419f4e681e35d9…
Buoyant AIF I Top 30 Holdings - Aug 2026.pdfHoldings sheet1text layer (pdftotext), reviewed35c315188575ad61…
Buoyant AIF II Top 10 Holdings - Aug 2026.pdfHoldings sheet1text layer (pdftotext), reviewed502e673a640e37de…
Buoyant AIF II Top 30 Holdings - Aug 2026.pdfHoldings sheet1text layer (pdftotext), reviewede95707ab697fb113…
Buoyant AIF III Top 10 Holdings - Aug 2026.pdfHoldings sheet1text layer (pdftotext), reviewed57c0c9573f91c78a…
Buoyant AIF III Top 30 Holdings - Aug 2026.pdfHoldings sheet1text layer (pdftotext), reviewedd4554d67f9356331…
Buoyant PMS Factsheet - Aug 2026.pdfFactsheet4text layer (pdftotext), reviewedd5f84f5261850cbf…
Buoyant PMS Flyer - Aug 2026.pdfFlyer2text layer (pdftotext), reviewedf7a927c352532911…
Buoyant PMS Flyer - Axis - Aug 2026.pdfFlyer2text layer (pdftotext), revieweddfb9e81b7e5b4aa8…
Buoyant PMS Top 10 Holdings - Aug 2026.pdfHoldings sheet1text layer (pdftotext), revieweda0158126cd4e10a0…
Buoyant PMS Top 30 Holdings - Aug 2026.pdfHoldings sheet1text layer (pdftotext), reviewede90763ed71604b22…
Buoyant-Aug26-PMS.pdfDeck20text layer (pdftotext), reviewed7bd03e448db81641…
Buoyant-Aug26-PMS_AIF.pdfDeck21text layer (pdftotext), reviewed008af9762dce1420…
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